Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,202 | $180,749-78.3% | $160,784-75.6% | $137,256-71.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 13.54% | 2234.46%-2220.9pp | 1803.92%-1790.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $880 | $4,155-78.8% | $3,733-76.4% | $4,156-78.8% |
| Participant deferral / active EE | $880 | $6,844-87.1% | $6,293-86.0% | $6,407-86.3% |
| Admin fee / account holder | $501 | $10,397-95.2% | $9,717-94.8% | $12,270-95.9% |